#nvidia

#nvidia

The potential policy shift matters because Nvidia's H20 chip, designed specifically for the Chinese market, has been effectively shut out. The Commerce Secretary confirmed strict U.S. licensing terms for H200 AI chip exports to China, and Q2 FY26 results showed zero H20 sales to China due to export restrictions. That's billions in revenue left on the table for a company trading at 46.68x trailing earnings with a $4.63 trillion market cap.

The markets are a mixed bag in the first trading session of February as technology stocks reach a fork in the road. Bullish performance out of Oracle ( Nasdaq: ORCL) stock is being overshadowed by a declining Nvidia ( Nasdaq; NVDA) share price amid uncertainty around its OpenAI investment, damaging overall market sentiment to kick things off. Oracle has recaptured the spotlight as traders and investors cheer the legacy software giant's plans to pour $50 billion into AI-related capex.

Artificial intelligence has been a growth driver for the economy, and AI stocks have become massive winners over the past two years. Some of these stocks have been hotter than the others, and one of the biggest beneficiaries is NVIDIA ( Nasdaq: NVDA). The company made the most of the AI boom, and its shares have skyrocketed over the last two years.

The markets appear to be on the road to recovery after yesterday's sell-off. President Trump revealed he would not exert extreme force in his pursuit to acquire the territory of Greenland. He also predicts that the U.S. stock market is poised to double in value sooner than later. Big Tech stocks are mixed, with chipmakers Nvidia ( Nasdaq; NVDA) and Micron Technology ( Nasdaq; MU) recapturing ground while Microsoft ( Nasdaq: MSFT) and Broadcom ( Nasdaq: AVGO) are seeing red.

At the CES 2026 show recently, management reiterated that demand for its Blackwell platform remains robust, even as its next-generation Vera Rubin systems are expected to roll out in the second half of 2026. Management said last quarter that Blackwell and Rubin are together supporting revenue visibility of roughly $500 billion through 2026. Of this, $150 billion in orders had already been shipped through the third quarter of fiscal 2026 (ending Oct. 26, 2025).

"The AI Overwatch Act (H.R. 6875) may sound like a good idea, but when you examine it closely, it's pro-China sabotage disguised as oversight," Loomer said on X. "Kill the bill," she said. Driving the news: Sacks, the president's top adviser on crypto and artificial intelligence, opened hostilities Thursday night by retweeting a post that suggested Mast's bill - the AI OVERWATCH Act - would undermine the president. "Correct," Sacks posted on X.

With the big robotaxi boom underway, it's not hard to imagine that Tesla ( NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. Undoubtedly, there could be fierce competition in the field of autonomous vehicles (AV),

The ongoing RAM shortages and the associated increase in RAM prices are starting to affect other pieces of hardware that make use of fast memory. Graphics cards are especially susceptible, which has seemingly forced Nvidia to start discontinuing at least two 50-series cards that ship with 16GB of VRAM. A report by Hardware Unboxed states that several GPU manufactueres have designated both the RTX 5070Ti and the 16GB version of the RTX 5060Ti as "end of life," meaning that no new stock is being produced.

YouTube channel Hardware Unboxed is reporting that NVIDIA has "effectively" discontinued the RTX 5070 Ti and 5060 Ti 16GB due to the ongoing memory crunch. In its most recent video, the channel states ASUS "explicitly" told it the RTX 5070 Ti is "currently facing a supply shortage." As a result, the company has "placed the model into end of life status," and no longer plans to produce it.

There are numerous ways to bet on AI (artificial intelligence). But two paths are particularly intriguing: the AI technology suppliers and the beneficiaries of AI at scale. In other words, you can buy the company selling the "picks and shovels," or the chips and systems powering AI. Or, alternatively, you can invest in a company that integrates AI into existing products, services, and infrastructure used by billions of people.

Nvidia is "simply the purest play," Burry wrote in a Substack post last weekend. The company has become "entirely dependent on hyperscaler spending, and I do not see how that math works," he continued. The investor of "The Big Short" fame, who pivoted from running a hedge fund to writing online late last year, added that Nvidia is likely to "sell $400 billion of its chips this year and there are less than $100 billion in application layer use cases."

Alphabet Inc. has overtaken Apple Inc. to become the second-most valuable company by market capitalization, a reflection of how the Google parent has emerged as one of the most significant winners of artificial intelligence. Shares of Alphabet rose 2.4% on Wednesday, closing with a valuation of $3.89 trillion. That allowed it to surpass Apple, which closed with a market cap of $3.85 trillion on Wednesday, following a six-day slump that erased nearly 5% and almost $200 billion off its value.